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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=https://notifier.lakylak.xyz
NOTIFIER_CHANNEL=viber
NOTIFY_DEFAULT_PHONE=[PHONE]
TZ=Europe/Sofia
BACKEND_PORT=3001
FRONTEND_PORT=5175
```
Removed vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.
---
## Implementation Order
1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`
2. Write `backend/prisma/schema.prisma` and migration SQL
3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)
4. Write `backend/Dockerfile`
5. Write `backend/src/auth.js` (Authentik middleware)
6. Copy `backend/src/parser.js` verbatim from payments-logger
7. Write `backend/src/csvParser.js` (Python port)
8. Write `backend/src/routes/upload.js`
9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)
10. Write `backend/src/index.js`
11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`
12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`
13. Write `frontend/src/components/UploadPanel.jsx`
14. Update `frontend/vite.config.js`
15. `docker compose build && docker compose up -d`
16. Run verification checklist
---
## Verification
**Schema**
- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`
- No `users` table; `Source` enum exists
**Auth**
- `GET /api/payments` → 401 without `x-authentik-username` header
- `POST /api/payments/ingest` → 201 without any header
- `curl -H "x-authentik-username: test" localhost:3001/api/payments` → 200
**SMS Ingest**
- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient
- Apple Wallet structured body → `type=WALLET`, `source=INGEST`
- Rate limiter → 429 after 200 req/min
**CSV Upload**
- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`
- Multiple CSVs in one request → all merged
- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported
- Card regex match from `Основание` column
- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)
- cp1251 file imports correctly
**UI**
- Source badge visible in payment table (SMS indigo, CSV emerald)
- Source dropdown in FilterBar filters correctly
- Amount shows correct currency per row
- Upload Panel: drag-and-drop works, result summary shows counts
- Logout redirects to Authentik sign_out
- No login form shown (Authentik handles it at NPM level)
- Tags, send, skip, delete all still work
## Reference Files
- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`
- `/volume2/docker/finance/payments-logger/backend/src/parser.js`
- `/volume2/docker/finance/payments-logger/backend/src/index.js`
- `/volume2/docker/finance/payments-logger/backend/src/auth.js`
- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`
- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`
- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`
- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`
- `/volume2/docker/finance/dsk-uploader/dskuploader.py`
- `/volume2/docker/finance/auth/docker-compose.yml`
Claude’s Plan
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
Stayed in plan mode
Thinking
Thinking
Good question. Here's the full breakdown:
Backend Tech Stack — Options
Backend Tech Stack — Options
Option A: Node.js + Express + Prisma (my recommendation)
Option A: Node.js + Express + Prisma (my recommendation)
Why:
payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:
Copy
parser.js
verbatim, zero rewrite
Copy the entire
routes/payments.js
with minimal edits
Same Prisma schema workflow, same migrations, same Docker image
The CSV parsing logic (the only Python-specific thing) ports cleanly to
csv-parse
— it's just regex + string manipulation, nothing pandas-specific
Trade-off:
Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.
Option B: Python + FastAPI + SQLAlchemy
Option B: Python + FastAPI + SQLAlchemy
Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.
Pro:
Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.
Con:
Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.
Verdict:
More work overall, gains almost nothing.
Option C: Hybrid microservices (Node.js backend + Python CSV service)
Option C: Hybrid microservices (Node.js backend + Python CSV service)
Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.
Pro:
Zero porting — Python CSV code used as-is.
Con:
Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.
Verdict:
Not worth it.
Option D: Python + Flask (exactly like dsk-uploader)
Option D: Python + Flask (exactly like dsk-uploader)
Extend dsk-uploader into a full payments app.
Pro:
Pandas for CSV, no porting.
Con:
Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.
Verdict:
Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.
Summary
Summary
Option
CSV porting effort
App rewrite effort
Result quality
A (Node.js)
Medium (150 lines)
Minimal
Best
B (Python FastAPI)
None
High (full backend)
Worse
C (Hybrid)
None
Low + infra overhead
Overkill
D (Python Flask)
None
Very high
Worst
Option
A (Node.js)
B (Python FastAPI)
C (Hybrid)
D (Python Flask)
CSV porting effort
Medium (150 lines)
None
None
None
App rewrite effort
Minimal
High (full backend)
Low + infra overhead
Very high
Result quality
Best
Worse
Overkill
Worst
Option
CSV porting effort
App rewrite effort
Result quality
The CSV parser port (the only cost of Option A) is a one-time ~150 line exercise. Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.
Want to adjust the stack, or shall I proceed with Option A?
Message actions
ok sounds good. Implement all you suggested
Thinking
Thinking
Starting implementation. Let me first read all the reference files I'll need to copy from.
Read
parser.js
parser.js
Read
payments.js
payments.js
,
index.js
index.js
Read
App.jsx
App.jsx
Read
FilterBar.jsx
FilterBar.jsx
Read
PaymentTable.jsx
PaymentTable.jsx
Thinking
Thinking
Now let me read the remaining frontend files and the Dockerfile from payments-logger.
Read
main.jsx
main.jsx
Read
index.css
index.css
Read
package.json
package.json
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Read
vite.config.js
vite.config.js
Read
tailwind.config.js
tailwind.config.js
Read
postcss.config.js
postcss.config.js
Thinking
Thinking
Read
index.html
index.html
Read
dskuploader.py
dskuploader.py
Thinking
Thinking
Let me also grab the remaining frontend components.
Read
PaymentCard.jsx
PaymentCard.jsx
Read
PaymentList.jsx
PaymentList.jsx
Read
schema.prisma
schema.prisma
Thinking
Thinking
Good, I have everything I need. Let me set up the todo list and start building.
Thinking
Thinking
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Bash
Create finance-hub directory structure
IN
mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \
/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \
/volume2/docker/finance/finance-hub/frontend/src/components && echo "done"
Copy code to clipboard
OUT
done
Write
docker-compose.yml
docker-compose.yml
45 lines
Write...
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It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. 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Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"}]...
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=https://notifier.lakylak.xyz
NOTIFIER_CHANNEL=viber
NOTIFY_DEFAULT_PHONE=[PHONE]
TZ=Europe/Sofia
BACKEND_PORT=3001
FRONTEND_PORT=5175
```
Removed vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.
---
## Implementation Order
1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`
2. Write `backend/prisma/schema.prisma` and migration SQL
3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)
4. Write `backend/Dockerfile`
5. Write `backend/src/auth.js` (Authentik middleware)
6. Copy `backend/src/parser.js` verbatim from payments-logger
7. Write `backend/src/csvParser.js` (Python port)
8. Write `backend/src/routes/upload.js`
9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)
10. Write `backend/src/index.js`
11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`
12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`
13. Write `frontend/src/components/UploadPanel.jsx`
14. Update `frontend/vite.config.js`
15. `docker compose build && docker compose up -d`
16. Run verification checklist
---
## Verification
**Schema**
- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`
- No `users` table; `Source` enum exists
**Auth**
- `GET /api/payments` → 401 without `x-authentik-username` header
- `POST /api/payments/ingest` → 201 without any header
- `curl -H "x-authentik-username: test" localhost:3001/api/payments` → 200
**SMS Ingest**
- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient
- Apple Wallet structured body → `type=WALLET`, `source=INGEST`
- Rate limiter → 429 after 200 req/min
**CSV Upload**
- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`
- Multiple CSVs in one request → all merged
- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported
- Card regex match from `Основание` column
- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)
- cp1251 file imports correctly
**UI**
- Source badge visible in payment table (SMS indigo, CSV emerald)
- Source dropdown in FilterBar filters correctly
- Amount shows correct currency per row
- Upload Panel: drag-and-drop works, result summary shows counts
- Logout redirects to Authentik sign_out
- No login form shown (Authentik handles it at NPM level)
- Tags, send, skip, delete all still work
## Reference Files
- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`
- `/volume2/docker/finance/payments-logger/backend/src/parser.js`
- `/volume2/docker/finance/payments-logger/backend/src/index.js`
- `/volume2/docker/finance/payments-logger/backend/src/auth.js`
- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`
- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`
- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`
- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`
- `/volume2/docker/finance/dsk-uploader/dskuploader.py`
- `/volume2/docker/finance/auth/docker-compose.yml`
Claude’s Plan
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
Stayed in plan mode
Thinking
Thinking
Good question. Here's the full breakdown:
Backend Tech Stack — Options
Backend Tech Stack — Options
Option A: Node.js + Express + Prisma (my recommendation)
Option A: Node.js + Express + Prisma (my recommendation)
Why:
payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:
Copy
parser.js
verbatim, zero rewrite
Copy the entire
routes/payments.js
with minimal edits
Same Prisma schema workflow, same migrations, same Docker image
The CSV parsing logic (the only Python-specific thing) ports cleanly to
csv-parse
— it's just regex + string manipulation, nothing pandas-specific
Trade-off:
Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.
Option B: Python + FastAPI + SQLAlchemy
Option B: Python + FastAPI + SQLAlchemy
Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.
Pro:
Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.
Con:
Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.
Verdict:
More work overall, gains almost nothing.
Option C: Hybrid microservices (Node.js backend + Python CSV service)
Option C: Hybrid microservices (Node.js backend + Python CSV service)
Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.
Pro:
Zero porting — Python CSV code used as-is.
Con:
Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.
Verdict:
Not worth it.
Option D: Python + Flask (exactly like dsk-uploader)
Option D: Python + Flask (exactly like dsk-uploader)
Extend dsk-uploader into a full payments app.
Pro:
Pandas for CSV, no porting.
Con:
Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.
Verdict:
Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.
Summary
Summary
Option
CSV porting effort
App rewrite effort
Result quality
A (Node.js)
Medium (150 lines)
Minimal
Best
B (Python FastAPI)
None
High (full backend)
Worse
C (Hybrid)
None
Low + infra overhead
Overkill
D (Python Flask)
None
Very high
Worst
Option
A (Node.js)
B (Python FastAPI)
C (Hybrid)
D (Python Flask)
CSV porting effort
Medium (150 lines)
None
None
None
App rewrite effort
Minimal
High (full backend)
Low + infra overhead
Very high
Result quality
Best
Worse
Overkill
Worst
Option
CSV porting effort
App rewrite effort
Result quality
The CSV parser port (the only cost of Option A) is a one-time ~150 line exercise. Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.
Want to adjust the stack, or shall I proceed with Option A?
Message actions
ok sounds good. Implement all you suggested
Thinking
Thinking
Starting implementation. Let me first read all the reference files I'll need to copy from.
Read
parser.js
parser.js
Read
payments.js
payments.js
,
index.js
index.js
Read
App.jsx
App.jsx
Read
FilterBar.jsx
FilterBar.jsx
Read
PaymentTable.jsx
PaymentTable.jsx
Thinking
Thinking
Now let me read the remaining frontend files and the Dockerfile from payments-logger.
Read
main.jsx
main.jsx
Read
index.css
index.css
Read
package.json
package.json
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Read
vite.config.js
vite.config.js
Read
tailwind.config.js
tailwind.config.js
Read
postcss.config.js
postcss.config.js
Thinking
Thinking
Read
index.html
index.html
Read
dskuploader.py
dskuploader.py
Thinking
Thinking
Let me also grab the remaining frontend components.
Read
PaymentCard.jsx
PaymentCard.jsx
Read
PaymentList.jsx
PaymentList.jsx
Read
schema.prisma
schema.prisma
Thinking
Thinking
Good, I have everything I need. Let me set up the todo list and start building.
Thinking
Thinking
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Bash
Create finance-hub directory structure
IN
mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \
/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \
/volume2/docker/finance/finance-hub/frontend/src/components && echo "done"
Copy code to clipboard
OUT
done
Write
docker-compose.yml
docker-compose.yml
45 lines
Write...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
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Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
Claude’s Plan
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
Stayed in plan mode
Thinking
Thinking
Good question. Here's the full breakdown:
Backend Tech Stack — Options
Backend Tech Stack — Options
Option A: Node.js + Express + Prisma (my recommendation)
Option A: Node.js + Express + Prisma (my recommendation)
Why:
payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:
Copy
parser.js
verbatim, zero rewrite
Copy the entire
routes/payments.js
with minimal edits
Same Prisma schema workflow, same migrations, same Docker image
The CSV parsing logic (the only Python-specific thing) ports cleanly to
csv-parse
— it's just regex + string manipulation, nothing pandas-specific
Trade-off:
Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.
Option B: Python + FastAPI + SQLAlchemy
Option B: Python + FastAPI + SQLAlchemy
Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.
Pro:
Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.
Con:
Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.
Verdict:
More work overall, gains almost nothing.
Option C: Hybrid microservices (Node.js backend + Python CSV service)
Option C: Hybrid microservices (Node.js backend + Python CSV service)
Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.
Pro:
Zero porting — Python CSV code used as-is.
Con:
Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.
Verdict:
Not worth it.
Option D: Python + Flask (exactly like dsk-uploader)
Option D: Python + Flask (exactly like dsk-uploader)
Extend dsk-uploader into a full payments app.
Pro:
Pandas for CSV, no porting.
Con:
Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.
Verdict:
Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.
Summary
Summary
Option
CSV porting effort
App rewrite effort
Result quality
A (Node.js)
Medium (150 lines)
Minimal
Best
B (Python FastAPI)
None
High (full backend)
Worse
C (Hybrid)
None
Low + infra overhead
Overkill
D (Python Flask)
None
Very high
Worst
Option
A (Node.js)
B (Python FastAPI)
C (Hybrid)
D (Python Flask)
CSV porting effort
Medium (150 lines)
None
None
None
App rewrite effort
Minimal
High (full backend)
Low + infra overhead
Very high
Result quality
Best
Worse
Overkill
Worst
Option
CSV porting effort
App rewrite effort
Result quality
The CSV parser port (the only cost of Option A) is a one-time ~150 line exercise. Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.
Want to adjust the stack, or shall I proceed with Option A?
Message actions
ok sounds good. Implement all you suggested
Thinking
Thinking
Starting implementation. Let me first read all the reference files I'll need to copy from.
Read
parser.js
parser.js
Read
payments.js
payments.js
,
index.js
index.js
Read
App.jsx
App.jsx
Read
FilterBar.jsx
FilterBar.jsx
Read
PaymentTable.jsx
PaymentTable.jsx
Thinking
Thinking
Now let me read the remaining frontend files and the Dockerfile from payments-logger.
Read
main.jsx
main.jsx
Read
index.css
index.css
Read
package.json
package.json
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Read
vite.config.js
vite.config.js
Read
tailwind.config.js
tailwind.config.js
Read
postcss.config.js
postcss.config.js
Thinking
Thinking
Read
index.html
index.html
Read
dskuploader.py
dskuploader.py
Thinking
Thinking
Let me also grab the remaining frontend components.
Read
PaymentCard.jsx
PaymentCard.jsx
Read
PaymentList.jsx
PaymentList.jsx
Read
schema.prisma
schema.prisma
Thinking
Thinking
Good, I have everything I need. Let me set up the todo list and start building.
Thinking
Thinking
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Bash
Create finance-hub directory structure
IN
mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \
/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \
/volume2/docker/finance/finance-hub/frontend/src/components && echo "done"
Copy code to clipboard
OUT
done
Write
docker-compose.yml
docker-compose.yml
45 lines
Write
.env.example
.env.example
15 lines
Write
.gitignore
.gitignore
5 lines
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
schema.prisma
schema.prisma
54 lines
Write
migration.sql
migration.sql
55 lines
Write
migration_lock.toml
migration_lock.toml
4 lines
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
Write
Dockerfile
Dockerfile
18 lines
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
Write
parser.js
parser.js
104 lines
Write
csvParser.js
csvParser.js
175 lines
Write
index.js
index.js
39 lines
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration...
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dsk-uploader hybrid app","depth":19,"bounds":{"left":0.55984044,"top":0.08060654,"width":0.0731383,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.6356383,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.6462766,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). 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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
Claude’s Plan
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
Stayed in plan mode
Thinking
Thinking
Good question. Here's the full breakdown:
Backend Tech Stack — Options
Backend Tech Stack — Options
Option A: Node.js + Express + Prisma (my recommendation)
Option A: Node.js + Express + Prisma (my recommendation)
Why:
payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:
Copy
parser.js
verbatim, zero rewrite
Copy the entire
routes/payments.js
with minimal edits
Same Prisma schema workflow, same migrations, same Docker image
The CSV parsing logic (the only Python-specific thing) ports cleanly to
csv-parse
— it's just regex + string manipulation, nothing pandas-specific
Trade-off:
Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.
Option B: Python + FastAPI + SQLAlchemy
Option B: Python + FastAPI + SQLAlchemy
Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.
Pro:
Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.
Con:
Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.
Verdict:
More work overall, gains almost nothing.
Option C: Hybrid microservices (Node.js backend + Python CSV service)
Option C: Hybrid microservices (Node.js backend + Python CSV service)
Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.
Pro:
Zero porting — Python CSV code used as-is.
Con:
Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.
Verdict:
Not worth it.
Option D: Python + Flask (exactly like dsk-uploader)
Option D: Python + Flask (exactly like dsk-uploader)
Extend dsk-uploader into a full payments app.
Pro:
Pandas for CSV, no porting.
Con:
Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.
Verdict:
Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.
Summary
Summary
Option
CSV porting effort
App rewrite effort
Result quality
A (Node.js)
Medium (150 lines)
Minimal
Best
B (Python FastAPI)
None
High (full backend)
Worse
C (Hybrid)
None
Low + infra overhead
Overkill
D (Python Flask)
None
Very high
Worst
Option
A (Node.js)
B (Python FastAPI)
C (Hybrid)
D (Python Flask)
CSV porting effort
Medium (150 lines)
None
None
None
App rewrite effort
Minimal
High (full backend)
Low + infra overhead
Very high
Result quality
Best
Worse
Overkill
Worst
Option
CSV porting effort
App rewrite effort
Result quality
The CSV parser port (the only cost of Option A) is a one-time ~150 line exercise. Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.
Want to adjust the stack, or shall I proceed with Option A?
Message actions
ok sounds good. Implement all you suggested
Thinking
Thinking
Starting implementation. Let me first read all the reference files I'll need to copy from.
Read
parser.js
parser.js
Read
payments.js
payments.js
,
index.js
index.js
Read
App.jsx
App.jsx
Read
FilterBar.jsx
FilterBar.jsx
Read
PaymentTable.jsx
PaymentTable.jsx
Thinking
Thinking
Now let me read the remaining frontend files and the Dockerfile from payments-logger.
Read
main.jsx
main.jsx
Read
index.css
index.css
Read
package.json
package.json
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Read
vite.config.js
vite.config.js
Read
tailwind.config.js
tailwind.config.js
Read
postcss.config.js
postcss.config.js
Thinking
Thinking
Read
index.html
index.html
Read
dskuploader.py
dskuploader.py
Thinking
Thinking
Let me also grab the remaining frontend components.
Read
PaymentCard.jsx
PaymentCard.jsx
Read
PaymentList.jsx
PaymentList.jsx
Read
schema.prisma
schema.prisma
Thinking
Thinking
Good, I have everything I need. Let me set up the todo list and start building.
Thinking
Thinking
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Bash
Create finance-hub directory structure
IN
mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \
/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \
/volume2/docker/finance/finance-hub/frontend/src/components && echo "done"
Copy code to clipboard
OUT
done
Write
docker-compose.yml
docker-compose.yml
45 lines
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.env.example
.env.example
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.gitignore
.gitignore
5 lines
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
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schema.prisma
schema.prisma
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migration.sql
migration.sql
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migration_lock.toml
migration_lock.toml
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Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
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package.json
package.json
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Dockerfile
Dockerfile
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Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
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auth.js
auth.js
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parser.js
parser.js
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csvParser.js
csvParser.js
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index.js
index.js
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));...
|
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1","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Info: Do you want to install the recommended 'Rainbow CSV' extension from mechatroner for report(1).csv?","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Design new payment-logger and dsk-uploader hybrid app","depth":19,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"}]...
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6809287908150012859
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click
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accessibility
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));...
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2026-05-09T07:05:26.143792+00:00
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Spaces: 4
Ln 1, Col 1
Info: Do you want to install the recommended 'Rainbow CSV' extension from mechatroner for report(1).csv?
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));...
|
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dsk-uploader hybrid app","depth":19,"bounds":{"left":0.55984044,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.9780585,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.9886968,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. 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For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy 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POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"}]...
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));...
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/Users/lukas/.screenpipe/data/data/2026-05-09/1778 /Users/lukas/.screenpipe/data/data/2026-05-09/1778315255692_m1.jpg...
|
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|
report(1).csv — finance [SSH: nas]
|
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|
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expre...
|
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1","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Info: Setting up SSH Host nas: Setting up SSH tunnel","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Design new payment-logger and dsk-uploader hybrid app","depth":19,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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@default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"}]...
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expre...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
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0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 1, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.en...
|
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app","depth":19,"bounds":{"left":0.56017286,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.97839093,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.9890292,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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@default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"}]...
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6809287908150012923
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idle
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accessibility
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NULL
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.en...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
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0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 1, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.en...
|
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It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"}]...
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Explorer (⇧⌘E)
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.en...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
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Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PO...
|
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selected)","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Info: Setting up SSH Host nas: Setting up SSH tunnel","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Design new payment-logger and dsk-uploader hybrid app","depth":19,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"}]...
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click
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PO...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
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0
Notifications
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Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 7, Col 198 (197 selected)
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const ...
|
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actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. 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For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy 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POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"}]...
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const ...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const ...
|
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app","depth":19,"bounds":{"left":0.56017286,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.97839093,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.9890292,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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@default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"All files are written. Now building:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/finance-hub && docker compose build 2>&1","depth":25,"on_screen":false,"role_description":"text"}]...
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click
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const ...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
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TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
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Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
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Spaces: 4
Ln 5, Col 211 (210 selected)
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const ...
|
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It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"All files are written. Now building:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/finance-hub && docker compose build 2>&1","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Exit code 1\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"DB_PASSWORD\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"DB_PASSWORD\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"NOTIFIER_URL\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"NOTIFY_DEFAULT_PHONE\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"/volume2/docker/finance/finance-hub/docker-compose.yml: `version` is obsolete\"\npermission denied while trying to connect to the Docker daemon socket at unix:///var/run/docker.sock: Head \"http://%2Fvar%2Frun%2Fdocker.sock/_ping\": dial unix /var/run/docker.sock: connect: permission denied","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images with sudo","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/finance-hub && sudo docker compose build 2>&1","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Exit code 1\nsudo: a terminal is required to read the password; either use the -S option to read from standard input or configure an askpass helper\nsudo: a password is required","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Check user groups and docker socket permissions","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"groups && ls -la /var/run/docker.sock 2>/dev/null && id","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"admin users ughomeusers Media Social\nsrw-rw---- 1 root docker 0 Apr 8 18:40 /var/run/docker.sock\nuid=1000(Adm1n) gid=10(admin) groups=10(admin),100(users),133(ughomeusers),1001(Media),1002(Social)","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Docker requires group access not available in this session. Let me verify the full file structure is correct, then you can build.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"List all created files","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"find /volume2/docker/finance/finance-hub -type f | sort","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/volume2/docker/finance/finance-hub/backend/Dockerfile\n/volume2/docker/finance/finance-hub/backend/package.json\n/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init/migration.sql\n/volume2/docker/finance/finance-hub/backend/prisma/migrations/migration_lock.toml\n/volume2/docker/finance/finance-hub/backend/prisma/schema.prisma\n/volume2/docker/finance/finance-hub/backend/src/auth.js\n/volume2/docker/finance/finance-hub/backend/src/csvParser.js\n/volume2/docker/finance/finance-hub/backend/src/index.js\n/volume2/docker/finance/finance-hub/backend/src/parser.js\n/volume2/docker/finance/finance-hub/backend/src/routes/payments.js\n/volume2/docker/finance/finance-hub/backend/src/routes/upload.js\n/volume2/docker/finance/finance-hub/docker-compose.yml\n/volume2/docker/finance/finance-hub/.env.example\n/volume2/docker/finance/finance-hub/frontend/Dockerfile\n/volume2/docker/finance/finance-hub/frontend/index.html\n/volume2/docker/finance/finance-hub/frontend/package.json\n/volume2/docker/finance/finance-hub/frontend/postcss.config.js\n/volume2/docker/finance/finance-hub/frontend/src/App.jsx\n/volume2/docker/finance/finance-hub/frontend/src/components/FilterBar.jsx\n/volume2/docker/finance/finance-hub/frontend/src/components/PaymentCard.jsx\n/volume2/docker/finance/finance-hub/frontend/src/components/PaymentList.jsx\n/volume2/docker/finance/finance-hub/frontend/src/components/PaymentTable.jsx\n/volume2/docker/finance/finance-hub/frontend/src/components/UploadPanel.jsx\n/volume2/docker/finance/finance-hub/frontend/src/index.css\n/volume2/docker/finance/finance-hub/frontend/src/main.jsx\n/volume2/docker/finance/finance-hub/frontend/tailwind.config.js\n/volume2/docker/finance/finance-hub/frontend/vite.config.js\n/volume2/docker/finance/finance-hub/.gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"All 28 files present. Let me also create the","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"from the example so the build works immediately:","depth":23,"on_screen":false,"role_description":"text"}]...
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Explorer (⇧⌘E)
Search (⇧⌘F)
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Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const ...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
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0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 5, Col 211 (210 selected)
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
...
|
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It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. 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Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Spaces: 4
Ln 5, Col 211 (210 selected)
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
...
|
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(⌃⇧G)","depth":19,"bounds":{"left":0.0,"top":0.1245012,"width":0.015957447,"height":0.03830806},"on_screen":true,"role_description":"tab","subrole":"AXTabButton","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"","depth":22,"bounds":{"left":0.0039893617,"top":0.13407822,"width":0.007978723,"height":0.01915403},"on_screen":true,"role_description":"text"},{"role":"AXRadioButton","text":"Run and Debug (⇧⌘D)","depth":19,"bounds":{"left":0.0,"top":0.16280925,"width":0.015957447,"height":0.03830806},"on_screen":true,"role_description":"tab","subrole":"AXTabButton","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"","depth":22,"bounds":{"left":0.0039893617,"top":0.17238627,"width":0.007978723,"height":0.01915403},"on_screen":true,"role_description":"text"},{"role":"AXRadioButton","text":"Remote 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app","depth":19,"bounds":{"left":0.56017286,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.97839093,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.9890292,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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@default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"}]...
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6809287908150012923
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accessibility
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 5, Col 211 (210 selected)
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
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TERMINAL
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PORTS
remote SSH: nas
SSH: nas
No Problems
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Sign In
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Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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app","depth":19,"bounds":{"left":0.56017286,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.97839093,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.9890292,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). 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The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy 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POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"}]...
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6809287908150012923
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visual_change
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accessibility
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NULL
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
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0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"All files are written. Now building:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/finance-hub && docker compose build 2>&1","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Exit code 1\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"DB_PASSWORD\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"DB_PASSWORD\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"NOTIFIER_URL\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"NOTIFY_DEFAULT_PHONE\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"/volume2/docker/finance/finance-hub/docker-compose.yml: `version` is obsolete\"\npermission denied while trying to connect to the Docker daemon socket at unix:///var/run/docker.sock: Head \"http://%2Fvar%2Frun%2Fdocker.sock/_ping\": dial unix /var/run/docker.sock: connect: permission denied","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"}]...
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6809287908150012923
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Output (⇧⌘U)
OUTPUT
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DEBUG CONSOLE
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remote SSH: nas
SSH: nas
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Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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app","depth":19,"bounds":{"left":0.56017286,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.97839093,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.9890292,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"}]...
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Explorer (⇧⌘E)
Search (⇧⌘F)
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Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
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0
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Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
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Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
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TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
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Sign In
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Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
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UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. 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Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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(Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now let me read the remaining frontend files and the Dockerfile from payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy 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POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"}]...
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-5094580388163704517
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6809287908150012923
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click
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accessibility
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NULL
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };...
|
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app","depth":19,"bounds":{"left":0.56017286,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.97839093,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.9890292,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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@default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"}]...
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
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TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
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Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
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Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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(Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now let me read the remaining frontend files and the Dockerfile from payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy 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POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"}]...
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Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. 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I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. 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Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"}]...
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6809287908150012923
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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1","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Info: Setting up SSH Host nas: Setting up SSH tunnel","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Design new payment-logger and dsk-uploader hybrid app","depth":19,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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@default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
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TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
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0
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Sign In
Sign In
Plain Text
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Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. 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For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy 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POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"}]...
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Explorer (⇧⌘E)
Search (⇧⌘F)
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Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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remote SSH: nas
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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app","depth":19,"bounds":{"left":0.56017286,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.97839093,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.9890292,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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@default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"All files are written. Now building:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/finance-hub && docker compose build 2>&1","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Exit code 1\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"DB_PASSWORD\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"DB_PASSWORD\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"NOTIFIER_URL\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"NOTIFY_DEFAULT_PHONE\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"/volume2/docker/finance/finance-hub/docker-compose.yml: `version` is obsolete\"\npermission denied while trying to connect to the Docker daemon socket at unix:///var/run/docker.sock: Head \"http://%2Fvar%2Frun%2Fdocker.sock/_ping\": dial unix /var/run/docker.sock: connect: permission denied","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images with sudo","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"}]...
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6809287908150012923
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Explorer (⇧⌘E)
Search (⇧⌘F)
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Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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Text","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"CRLF","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"UTF-8 with BOM","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Spaces: 4","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Ln 8, Col 1","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Info: Setting up SSH Host nas: Setting up SSH tunnel","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Design new payment-logger and dsk-uploader hybrid app","depth":19,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now let me read the remaining frontend files and the Dockerfile from payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"dskuploader.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"dskuploader.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Let me also grab the remaining frontend components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good, I have everything I need. Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"All files are written. Now building:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/finance-hub && docker compose build 2>&1","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Exit code 1\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"DB_PASSWORD\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"DB_PASSWORD\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"NOTIFIER_URL\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"NOTIFY_DEFAULT_PHONE\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"/volume2/docker/finance/finance-hub/docker-compose.yml: `version` is obsolete\"\npermission denied while trying to connect to the Docker daemon socket at unix:///var/run/docker.sock: Head \"http://%2Fvar%2Frun%2Fdocker.sock/_ping\": dial unix /var/run/docker.sock: connect: permission denied","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images with sudo","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/finance-hub && sudo docker compose build 2>&1","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Exit code 1\nsudo: a terminal is required to read the password; either use the -S option to read from standard input or configure an askpass helper\nsudo: a password is required","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"}]...
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6809287908150012923
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idle
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Explorer (⇧⌘E)
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EXPLORER
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Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. 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I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. 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Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"}]...
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6809287908150012923
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. 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For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy 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POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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6809287908150012923
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Explorer (⇧⌘E)
Search (⇧⌘F)
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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remote SSH: nas
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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app","depth":19,"bounds":{"left":0.56017286,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.97839093,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.9890292,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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@default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"All files are written. Now building:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/finance-hub && docker compose build 2>&1","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"}]...
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6809287908150012923
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idle
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accessibility
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Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"All files are written. Now building:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/finance-hub && docker compose build 2>&1","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Exit code 1\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"DB_PASSWORD\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"DB_PASSWORD\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"NOTIFIER_URL\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"NOTIFY_DEFAULT_PHONE\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"/volume2/docker/finance/finance-hub/docker-compose.yml: `version` is obsolete\"\npermission denied while trying to connect to the Docker daemon socket at unix:///var/run/docker.sock: Head \"http://%2Fvar%2Frun%2Fdocker.sock/_ping\": dial unix /var/run/docker.sock: connect: permission denied","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images with sudo","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/finance-hub && sudo docker compose build 2>&1","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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6809287908150012923
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idle
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Explorer (⇧⌘E)
Search (⇧⌘F)
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Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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PROBLEMS
Output (⇧⌘U)
OUTPUT
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DEBUG CONSOLE
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remote SSH: nas
SSH: nas
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Sign In
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Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
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TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
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Sign In
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Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
[{"role":"AXRadioButton","text [{"role":"AXRadioButton","text":"Explorer (⇧⌘E)","depth":19,"bounds":{"left":0.0,"top":0.047885075,"width":0.015957447,"height":0.03830806},"on_screen":true,"role_description":"tab","subrole":"AXTabButton","is_enabled":true,"is_focused":false,"is_selected":true,"is_expanded":true},{"role":"AXStaticText","text":"","depth":22,"bounds":{"left":0.0039893617,"top":0.057462092,"width":0.007978723,"height":0.01915403},"on_screen":true,"role_description":"text"},{"role":"AXRadioButton","text":"Search (⇧⌘F)","depth":19,"bounds":{"left":0.0,"top":0.08619314,"width":0.015957447,"height":0.03830806},"on_screen":true,"role_description":"tab","subrole":"AXTabButton","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"","depth":22,"bounds":{"left":0.0039893617,"top":0.09577015,"width":0.007978723,"height":0.01915403},"on_screen":true,"role_description":"text"},{"role":"AXRadioButton","text":"Source Control 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app","depth":19,"bounds":{"left":0.56017286,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.97839093,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.9890292,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"All files are written. Now building:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"}]...
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6809287908150012923
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idle
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accessibility
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NULL
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"}]...
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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/Users/lukas/Downloads/report(1).csv
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/Users/lukas/.screenpipe/data/data/2026-05-09/1778 /Users/lukas/.screenpipe/data/data/2026-05-09/1778316714076_m2.jpg...
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|
report(1).csv — finance [SSH: nas]
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EXPLORER
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Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
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TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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app","depth":19,"bounds":{"left":0.56017286,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.97839093,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.9890292,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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@default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"All files are written. Now building:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/finance-hub && docker compose build 2>&1","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"}]...
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6809287908150012923
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idle
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accessibility
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Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"}]...
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6809287908150012923
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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app","depth":19,"bounds":{"left":0.56017286,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.97839093,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.9890292,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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@default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"All files are written. Now building:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/finance-hub && docker compose build 2>&1","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"}]...
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6809287908150012923
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idle
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accessibility
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Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"}]...
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6809287908150012923
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Explorer (⇧⌘E)
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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app","depth":19,"bounds":{"left":0.56017286,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.97839093,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.9890292,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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@default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"}]...
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6809287908150012923
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idle
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Explorer (⇧⌘E)
Search (⇧⌘F)
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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OUTPUT
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remote SSH: nas
SSH: nas
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Sign In
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Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
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Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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1","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Info: Setting up SSH Host nas: Setting up SSH tunnel","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Design new payment-logger and dsk-uploader hybrid app","depth":19,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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@default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"All files are written. Now building:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/finance-hub && docker compose build 2>&1","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Exit code 1\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"DB_PASSWORD\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"DB_PASSWORD\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"NOTIFIER_URL\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"NOTIFY_DEFAULT_PHONE\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"/volume2/docker/finance/finance-hub/docker-compose.yml: `version` is obsolete\"\npermission denied while trying to connect to the Docker daemon socket at unix:///var/run/docker.sock: Head \"http://%2Fvar%2Frun%2Fdocker.sock/_ping\": dial unix /var/run/docker.sock: connect: permission denied","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images with sudo","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/finance-hub && sudo docker compose build 2>&1","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Exit code 1\nsudo: a terminal is required to read the password; either use the -S option to read from standard input or configure an askpass helper\nsudo: a password is required","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Check user groups and docker socket permissions","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"groups && ls -la /var/run/docker.sock 2>/dev/null && id","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"}]...
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6809287908150012923
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idle
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Explorer (⇧⌘E)
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EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"}]...
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. 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For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy 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POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"}]...
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Explorer (⇧⌘E)
Search (⇧⌘F)
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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app","depth":19,"bounds":{"left":0.56017286,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.97839093,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.9890292,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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@default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"}]...
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6809287908150012923
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Explorer (⇧⌘E)
Search (⇧⌘F)
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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remote SSH: nas
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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1","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Info: Setting up SSH Host nas: Setting up SSH tunnel","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Design new payment-logger and dsk-uploader hybrid app","depth":19,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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@default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"All files are written. Now building:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/finance-hub && docker compose build 2>&1","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Exit code 1\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"DB_PASSWORD\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"DB_PASSWORD\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"NOTIFIER_URL\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"NOTIFY_DEFAULT_PHONE\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"/volume2/docker/finance/finance-hub/docker-compose.yml: `version` is obsolete\"\npermission denied while trying to connect to the Docker daemon socket at unix:///var/run/docker.sock: Head \"http://%2Fvar%2Frun%2Fdocker.sock/_ping\": dial unix /var/run/docker.sock: connect: permission denied","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images with sudo","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/finance-hub && sudo docker compose build 2>&1","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Exit code 1\nsudo: a terminal is required to read the password; either use the -S option to read from standard input or configure an askpass helper\nsudo: a password is required","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Check user groups and docker socket permissions","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"groups && ls -la /var/run/docker.sock 2>/dev/null && id","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"admin users ughomeusers Media Social\nsrw-rw---- 1 root docker 0 Apr 8 18:40 /var/run/docker.sock\nuid=1000(Adm1n) gid=10(admin) groups=10(admin),100(users),133(ughomeusers),1001(Media),1002(Social)","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Docker requires group access not available in this session. Let me verify the full file structure is correct, then you can build.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"List all created files","depth":24,"on_screen":false,"role_description":"text"}]...
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-5094580388163704517
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6809287908150012923
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EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Let me also grab the remaining frontend components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"}]...
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6809287908150012923
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Explorer (⇧⌘E)
Search (⇧⌘F)
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. 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For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy 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POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"}]...
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Explorer (⇧⌘E)
Search (⇧⌘F)
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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remote SSH: nas
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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app","depth":19,"bounds":{"left":0.56017286,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.97839093,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.9890292,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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@default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"}]...
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6809287908150012923
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idle
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accessibility
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 8, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
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TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
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Sign In
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Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 7, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. 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Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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(Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now let me read the remaining frontend files and the Dockerfile from payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy 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POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"All files are written. Now building:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/finance-hub && docker compose build 2>&1","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"}]...
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 7, Col 1
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
|
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app","depth":19,"bounds":{"left":0.56017286,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.97839093,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.9890292,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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@default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = expr...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
co...
|
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selected)","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Info: Setting up SSH Host nas: Setting up SSH tunnel","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Design new payment-logger and dsk-uploader hybrid app","depth":19,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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@default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"}]...
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Claude Code
Containers
EXPLORER
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Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Ln 7, Col 29 (28 selected)
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
co...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
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TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
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0
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Notifications
Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 7, Col 29 (28 selected)
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
co...
|
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app","depth":19,"bounds":{"left":0.56017286,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.97839093,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.9890292,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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@default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"}]...
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6809296704243035131
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click
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accessibility
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
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Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
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Spaces: 4
Ln 7, Col 204 (203 selected)
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
...
|
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actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. 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For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy 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POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"}]...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
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0
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Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
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Spaces: 4
Ln 7, Col 204 (203 selected)
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
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remote SSH: nas
SSH: nas
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Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
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Spaces: 4
Ln 7, Col 204 (203 selected)
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
...
|
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It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. 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Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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(Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now let me read the remaining frontend files and the Dockerfile from payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy 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POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"}]...
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
...
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report(1).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
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TERMINAL
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PORTS
remote SSH: nas
SSH: nas
No Problems
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Sign In
Sign In
Plain Text
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
CRLF
UTF-8 with BOM
Spaces: 4
Ln 7, Col 204 (203 selected)
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
...
|
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actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"}]...
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idle
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
...
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12877
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/Users/lukas/Downloads/report(1).csv
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NULL
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NULL
|